LPL Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
36,459
+2,765
| +8% | +$97.7K | ﹤0.01% | 3497 |
|
|
2025
Q1 | $1.18M | Sell |
33,694
-3,183
| -9% | -$111K | ﹤0.01% | 3387 |
|
|
2024
Q4 | $1.97M | Buy |
36,877
+7,089
| +24% | +$378K | ﹤0.01% | 2862 |
|
|
2024
Q3 | $1.15M | Sell |
29,788
-5,807
| -16% | -$224K | ﹤0.01% | 3217 |
|
|
2024
Q2 | $1.28M | Sell |
35,595
-1,196
| -3% | -$43.1K | ﹤0.01% | 2981 |
|
|
2024
Q1 | $1.17M | Sell |
36,791
-458
| -1% | -$14.5K | ﹤0.01% | 3005 |
|
|
2023
Q4 | $1M | Buy |
37,249
+8,758
| +31% | +$236K | ﹤0.01% | 3010 |
|
|
2023
Q3 | $658K | Buy |
28,491
+3,532
| +14% | +$81.6K | ﹤0.01% | 3243 |
|
|
2023
Q2 | $487K | Buy |
24,959
+8,102
| +48% | +$158K | ﹤0.01% | 3440 |
|
|
2023
Q1 | $349K | Sell |
16,857
-1,784
| -10% | -$36.9K | ﹤0.01% | 3606 |
|
|
2022
Q4 | $270K | Buy |
18,641
+531
| +3% | +$7.71K | ﹤0.01% | 3710 |
|
|
2022
Q3 | $248K | Sell |
18,110
-654
| -3% | -$8.96K | ﹤0.01% | 3726 |
|
|
2022
Q2 | $213K | Sell |
18,764
-641
| -3% | -$7.28K | ﹤0.01% | 3868 |
|
|
2022
Q1 | $298K | Buy |
19,405
+5,011
| +35% | +$77K | ﹤0.01% | 3556 |
|
|
2021
Q4 | $228K | Buy |
14,394
+2,757
| +24% | +$43.7K | ﹤0.01% | 3888 |
|
|
2021
Q3 | $224K | Buy |
+11,637
| New | +$224K | ﹤0.01% | 3857 |
|
|
2021
Q2 | – | Sell |
-11,965
| Closed | -$263K | – | 4276 |
|
|
2021
Q1 | $263K | Buy |
11,965
+936
| +8% | +$20.6K | ﹤0.01% | 3556 |
|
|
2020
Q4 | $384K | Buy |
+11,029
| New | +$384K | ﹤0.01% | 2986 |
|